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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,419 | $183,516-62.7% | $155,534-56.0% | $145,884-53.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 13.93% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,299 | $5,315-75.6% | $4,675-72.2% | $4,662-72.1% |
| Participant deferral / active EE | $5,141 | $6,467-20.5% | $5,630-8.7% | $6,690-23.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |